Alan Zafran

Ieq Capital, LLC

35 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth

Ieq Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

141 advisors

Number of Clients

1,963 clients

Average Client Portfolio

$18.0M average

Assets Under Management

$35.4B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$25,000

Location

950 Tower Lane, Suite 1800, Foster City, CA, 94404

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History

Regulatory History (1)

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Customer Dispute

April 2002

Settled

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Other Business Activities

Alan is involved with several organizations, including The Castilleja School, Portola Valley School Foundation Endowment, Western Technology Investment Venture Lending & Leasing VI, LLC, Silicon Valley Community Foundation, Luminous Capital, LLC, and Taube Family Foundation. He dedicates minimal time to most of these activities, primarily providing strategic oversight or monitoring investments.